Explore each step of efficiency, productivity, effectiveness and agility, and how the convergence of technology and process at each stage unlocks higher value for the business.
Supported with case studies spanning industries and countries, this clear roadmap outlines the practical but powerful ways ECM and workflow automation foster lasting digital transformation – even for organisations unsure of where to start.
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4 Steps to Business Agility with ECM and Automation
1. 4 STEPS TO BUSINESS AGILITY
WITH ECM AND AUTOMATION
Marcin Pichur – Master of Business Administration
2. OLD BUSINESS IS SLOW AND UNPRODUCTIVE
3
Information:
Difficult to manage
People:
Stretched to do more
Security:
Is there enough?
Tools:
Frustrating and complex
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
3. 4
Internet of things
Big data
Digital transformation
Content services
File sync ‘n’ share
Software-as-a-Service
Analytics
Real-time collaboration
Workforce enablement
Group chat
Process modelling
Customer relationship management
Employee engagement
Social
Mobile
Cloud infrastructure
Customer experience
Artificial intelligence
Machine learning
Digitisation Document management
Workflow automation
Managed print services
Machine learning
Enterprise content management
6. 1. EFFICIENCY: INFORMATION DIGITISATION
The technology
Scanning paper into images or PDFs
Digital storage in a shared drive environment
Basic file sharing and search
The business benefits
Reclaimed physical storage space
Significant cost savings on paper, postage,
storage
The right devices in the right place
7
Digitise paper and do the same work with fewer resources.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
7. 2. PRODUCTIVITY: INFORMATION MANAGEMENT
The technology
Intelligent indexing, data extraction and
document classification of scanned information
Search on content or metadata
Non-destructive annotations and stamps
Basic records management
Integration and viewing from business
applications, web portals and other contextual
environments
The business benefits
Insight into information patterns
More findable information
Regulatory compliance support
Integration between devices like MFPs and
content management systems
Security across every stage of document
lifecycle, including output
8
Accomplish more with the same set of resources.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
8. 3. EFFECTIVENESS: INFORMATION WORKFLOW
The technology
Digital document workflow and queuing
Automated notifications through email
Configurable, ad hoc workflow for adaptable
work environment
The business benefits
Reduce response times significantly providing
an improved customer service
Quick decision-making for a more agile work
environment
Insight to resolve process bottlenecks
Optimise staff for exceptions
27/10/2017 9
Focus people on the right work for the best business results.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
9. 4. AGILITY: INFORMATION AUTOMATION
The technology
Information routing initiated and advanced
based on content and metadata
Routing and archiving via defined rules and
conditions
The business benefits
Processes completed in the fastest time with
lowest possible friction
Workers only touch information at crucial
intervals
Allocate knowledge workers to “deep work” and
projects that drive business innovation
Reinvest time and cost savings into top-line
growth activities
27/10/2017 10
Adapt to changing business demands.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
10. YOUR 4 STEPS TO BUSINESS AGILITY
1. Efficiency:
Digitisation
+ Reclaimed physical storage
space
+ Significant cost savings on
paper, postage, storage
+ The right devices in the right
place
Digitise paper and do
the same work with
fewer resources.
2. Productivity:
Management
+ Insight into information
patterns
+ More findable information
+ Regulatory compliance
support
+ Integration between devices
like MFPs and content
management systems
+ Security across every stage
of document lifecycle,
including output
Accomplish more with
the same set of
resources.
3. Effectiveness:
Workflow
+ Cut response times
significantly for improved
customer service
+ Speed decision-making for a
more agile work environment
+ Insight to resolve process
bottlenecks
+ Optimise staff for exceptions
Focus people on the
right work for the best
business results.
4. Agility:
Automation
+ Processes completed in
the fastest time with lowest
possible friction
+ Workers only touch
information at crucial
intervals
+ Allocate knowledge
workers to “deep work”
and projects that drive
business innovation
+ Reinvest time and cost
savings into top-line
growth activities
Adapt to changing
business demands.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
11. “
12
In today’s era of volatility, there
is no other way but to re-invent.
The only sustainable advantage
you can have over others is
agility, that’s it.
– Jeff Bezos
Founder, Amazon.com
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
13. AGILITY SOLVES THE SLOWNESS AND
FRUSTRATION OF OLD BUSINESS
14
Information:
There at the moment
of decision-making
People:
Working without
compromise
Security:
Data protected,
privacy ensured
Tools:
Intuitive, usable and
future-ready
Information:
Difficult to manage
People:
Stretched to do more
Security:
Is there enough?
Tools:
Frustrating and complex
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
14. FOUR KEY AREAS OF IMPACT
Information Security and ComplianceMobile and Distributed Workforces
The Millennial Innovator IT Modularity and Flexibility
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
15. THE MILLENNIAL INNOVATOR
THE TREND
A younger workforce raised with
always-on internet and app-centric
models of software want fast,
modern business experiences.
WHY AGILITY MATTERS
This generation values creative
execution, big ideas and social
reinforcement. Don’t hold them back
with tedious, manual tasks in old,
closed systems.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
16. IT MODULARITY AND FLEXIBILITY
THE TREND
Monolithic, on-premises systems
are gravity wells for expense and
create drag on business agility and
are being replaced by smaller,
interconnected solutions.
WHY AGILITY MATTERS
Departmental leaders require
complete flexibility in application
choice. Big, small, cloud, hybrid, 10
users or 1,000. Interoperability and
scalability are key requirements.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
17. MOBILE AND DISTRIBUTED WORKFORCES
THE TREND
With modern communication tools,
organisations can acquire the best
talent, regardless of physical
location, and equip them with the
mobile technology for success.
WHY AGILITY MATTERS
Knowledge workers can create,
advance or complete processes in
an “any-X” environment: anywhere,
any time, on any device for
frictionless information exchange.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
18. INFORMATION SECURITY AND COMPLIANCE
THE TREND
Information security and data
privacy has never been more
important. Regulatory compliance
continues to demand more of teams
and their systems.
WHY AGILITY MATTERS
User-level, document-level and
system-level security flex with
business process changes, and
new policies can deploy without
major system re-configuration.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
20. RETHINK THE SYSTEM ARCHITECTURE
On-premises
ECM
Finance HR
Line of
business
Outdated IT model of ECM
On-premises
Finance
Cloud
HR
Line of
business
ECM
Line of
business
ECM
Finance
ECM
Current IT model of ECM
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
21. NOT ALL ECM IS EQUAL. SIX QUESTIONS TO ASK YOUR VENDOR.
Is the cloud offering complete, or functionally limited?
Is the product user-friendly?
Is integration through industry standards or expensive, propriety
methods?
Is security and data privacy a priority?
Is there a proven track record of success?
Can information be captured from any source, including devices like
MFPs?
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4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
22. PREPARING YOUR ORGANISATION
27/10/2017 23
Leadership
Prepare to strategically utilise
new time, skills and insights
Knowledge Workers
Prepare skills for higher value,
results-oriented work
IT Professionals
Prepare for more engaged,
consultative partnerships
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
23. HOW ECM AND AUTOMATION HELPS A HEALTH SERVICE
GROUP IN VICTORIA
27/10/2017 24
THE PROBLEM
Convoluted accounts payable
process incorporating manual data
entry, extensive verification and
physical document approval
processes without any visibility.
THE SOLUTION
Transparent electronic approval
workflow that utilise automatically
recognised invoices and extracted
data with the minimal user
intervention in the new fully
compliant process.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION